Intake · admin · Melbourne
Patient intake, reminders and billing handoffs—admin workflows that actually connect.
Clinics and health practices (admin and operations—not clinical systems) often struggle when intake forms, Calendly, CRM and billing tools do not sync. I fix those workflows and forms for Melbourne practices so front-desk and ops spend less time re-keying data.
Fixed-price workflow rescues from A$699 · Often a 48-hour window once scope is agreed · Melbourne-based delivery
- Melbourne-based · AEST-friendly
- Reply within one business day
- Fixed-price options where scope allows
- You own the data, code and systems
COMMON PAIN POINTS
Intake forms do not reach the CRM
New patient details sit in email or PDFs instead of the system your team uses for follow-up.
Calendly and CRM are out of sync
Bookings change in one place but reminders or billing triggers never fire.
Billing handoffs are manual
Stripe or invoicing tools do not reflect appointments and packages consistently.
Reminders and follow-ups broke
Automations stopped silently—no-shows and recalls fall back on staff memory.
TOOLS YOU PROBABLY USE
- Calendly
- Stripe
- HubSpot
- Zoho
- Typeform
- Xero
WHAT IMPROVES
- Intake → CRM → reminders flowing reliably
- Less double-entry at the front desk
- Fixed-price fixes for broken automations
- Operational language only—no clinical or regulated claims
RECOMMENDED PATH
Start with Workflow & CRM fixes—or one of the related offers below.
- Workflow & CRM fixesFixed-price rescue work for broken Stripe, Firebase, CRM and internal workflows.Learn more →
- Website fixesTargeted fixes for broken layouts, slow pages, unreliable forms and tracking issues.Learn more →
- AI admin & CRM supportOngoing help owning forms, CRMs, automations and reports—from $700/month.Learn more →
HOW WE START
- Email what hurts, which tools you use, and what “done” looks like.
- Short call or async alignment—I confirm fit and rescue vs build.
- Written next step: fixed-price rescue, phased dashboard, site, or retainer.
FAQ
- Do you work on clinical or medical software?
- I focus on admin workflows—forms, CRM, scheduling handoffs, payments and internal ops—not clinical decision support or regulated medical devices. If you need a specialist EMR integrator, I will say so.
Describe your intake and booking stack
List tools and where data gets re-keyed—I will confirm fit for a rescue or ongoing support.
- I reply with clarifying questions or an honest “not a fit.”
- If we align, we book a short call or move straight to a written proposal.
- You always get a clear next step—fixed price, phased build, or retainer.